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The Vermont Agency

Entry-Level Financial Advisor

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Planner / Investment Consultant

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Based on Vermont data

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$106,365 / year median in Vermont

+4% projected growth

Explore Career

Job Description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package:
health, dental, vision, 401(k), pension, life insurance. Training stipend and performance-based bonuses. Company-sponsored travel and professional development programs. Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States.
Compensation:
$50,000 - $75,000 at plan earnings
Responsibilities:
Utilize marketing tools and resources to grow your client base. Develop client relationships and provide tailored financial strategies. Ensure compliance with financial industry standards and licensing requirements. Participate in structured coaching and mentorship programs. Attend virtual and in-person training to enhance financial expertise.
Qualifications:
Self-motivated, coachable, and driven to succeed. No prior financial experience is required, and comprehensive training is included. Demonstrated leadership or a proven track record of success. Excellent communication and relationship-building abilities. Must be authorized to work in the US. About Company Our mission is clear: To Dramatically Impact the Lives of Others For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities , we'd love to connect with you.

Benefits

  • 401(k) Plans
  • Professional Development
  • Mentorships
  • Bonuses/Stipends